Elevate Capital Advisors’s Travelers Companies TRV Stock Holding History

Elevate Capital Advisors’s Portfolio TRV Stock Details TRV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.02M	Sell	17,197 -1,131	-6%	-$331K	3.24%	7
2025 Q4	$5.32M	Buy	18,328 +1,052	+6%	+$296K	3.52%	3
2025 Q3	$4.82M	Sell	17,276 -226	-1%	-$60.5K	3.36%	3
2025 Q2	$4.68M	Sell	17,502 -1,058	-6%	-$279K	3.73%	2
2025 Q1	$4.91M	Sell	18,560 -649	-3%	-$162K	4.54%	1
2024 Q4	$4.63M	Buy	+19,209	New	+$4.8M	4.08%	4

Other funds holding TRV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Elevate Capital Advisors's TRV Position: Q1 2026 in Review

Elevate Capital Advisors reduced its Travelers Companies (TRV) stake by 6.2% in Q1 2026, selling an estimated $331K and leaving 17,197 shares worth $5.02M. The position accounts for 3.24% of the portfolio, ranked #7.

Elevate Capital Advisors first reported a position in TRV in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.32M in Q4 2025. 1,785 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

Elevate Capital Advisors held 17,197 shares of Travelers Companies worth $5.02M as of Q1 2026.
Elevate Capital Advisors sold 1,131 Travelers Companies shares in Q1 2026, an estimated $331K.
Travelers Companies made up 3.24% of Elevate Capital Advisors's portfolio in Q1 2026, its #7 holding.
Elevate Capital Advisors first reported a position in Travelers Companies in Q4 2024 and has held it in 6 quarters since.
Elevate Capital Advisors's Travelers Companies position peaked at $5.32M in Q4 2025.
1,785 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on Elevate Capital Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.